Bring new client concerns into Jira
Keep delivery aware of concerns raised during proposal review by refreshing the related Jira issue with a factual summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Edit Issue
Updates an existing jira issue with field values and operations. supports direct field parameters (summary, description, assignee, priority, etc.) that are merged with the fields parameter. direct parameters take precedence.
Why this helps
A new client concern can arrive in a proposal response while the delivery team continues working from old assumptions.
- Make new concerns visible on related work.
- Retain the client's proposal as the source.
- Use a human review step for any response to the concern.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which proposals to check, how to identify a new concern, and to update the related Jira issue with a factual summary and proposal reference.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test using a response with a known concern and verify the Jira update.
Questions about this workflow
How can it distinguish new concerns from old ones?
Specify a response date or last-checked reference that Notis can use. If the source does not provide one, ask it to report current concerns without labeling them new.
Does it decide how delivery should change?
No. It adds context to Jira for the team to assess and decide what to do.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Jira. A trigger fires from one place; an action lands in another.
Better proposals triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Better proposals and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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